Our Tailored Services
Navigate your business toward sustainable growth with expert guidance and proven strategies.
DEEP DIVE ENGAGEMENTS
No two ships, captains, or voyages are alike.
As the Captain of your enterprise, perhaps armed with the focusing methodology from a Helmwise Cohort™, you ask the critical questions, kill off options, chart a direction, and set sail with an eager crew.
But the sea of business is unpredictable. As the waves of competition, the uncharted waters of change, and time itself lash against the hull, you may question whether the ship (enterprise) can survive another tempest, continue to unlock substantial ROI, and safely carry you to the next port or distant destinations. We’d love to show you how.
- Strengthen yourself and key leaders to ask the right questions at the right time and depth.
- Flesh out new business ventures and go-to-market strategies.
- Advise on business expansion through concise communications about value propositions that result in key business development advances.
- Model financial pro formas.
- Adapt and implement plans and processes to set the proper direction for your enterprise.
- Improve your crew’s talent advantage by quickly orienting, aligning, and starting reckoning in times of change.
- Identify intangible structural capital and other forms of capital to unlock the full capabilities of your enterprise!
- Prepare a company and help position it for an optimized exit on a timeline determined by the Captain.
OUR 3 STEP PROCESS:


BOARD THE SHIP
CHECK FOR LEAKS
CHART THE COURSE
ON-SITE CLIENT EXPERIENCES
Guided Journeys & Transformative Engagements, Brought to You
At Helmwise, we provide on-site experiences tailored to your company’s unique needs, equipping your team with the mindset and tools to grow personally and professionally.
Whether your goal is to foster a spirit of giving or empower leaders with a service-driven approach, these immersive sessions provide practical insights and inspiration to drive meaningful transformation.
Let us bring these experiences directly to you and help your team navigate a path toward lasting impact and success.
The Generous Living Experience
BRAD FORMSMA, FOUNDER, I LIKE GIVING
The Generous Living Experience is a live, on-site session led by Brad Formsma, founder of I Like Giving. This immersive experience equips your team with the mindset and habits of generosity—strengthening leadership, deepening workplace relationships, and creating a culture built for lasting success.
The Generous Living Experience
BRAD FORMSMA, FOUNDER, I LIKE GIVING
The Generous Living Experience is a live, on-site session led by Brad Formsma, founder of I Like Giving. This immersive experience equips your team with the mindset and habits of generosity—strengthening leadership, deepening workplace relationships, and creating a culture built for lasting success.
The Servant Leader Experience
JOHN STAHL-WERT, FOUNDER & CEO, CENTER FOR SERVING LEADERSHIP
The Servant Leader Experience is a live, on-site session led by John Stahl-Wert, founder and CEO of the Center for Serving Leadership. This impactful experience teaches your team the principles of servant leadership—empowering them to lead with purpose, elevate others, and create meaningful, mission-driven results.
The Servant Leader Experience
JOHN STAHL-WERT, FOUNDER & CEO, CENTER FOR SERVING LEADERSHIP
The Servant Leader Experience is a live, on-site session led by John Stahl-Wert, founder and CEO of the Center for Serving Leadership. This impactful experience teaches your team the principles of servant leadership—empowering them to lead with purpose, elevate others, and create meaningful, mission-driven results.
Maxwell Leadership Experience
SCOTT J. MEDEIROS, PRESIDENT, HELMWISE

The Maxwell Leadership Experience is a live, on-site session led by Scott Medeiros, a certified Maxwell speaker and coach. Drawing from the principles of John C. Maxwell, this session equips your team with timeless leadership insights that inspire personal growth, strengthen team dynamics, and drive transformative results across your organization.
Maxwell Leadership Experience
SCOTT J. MEDEIROS, PRESIDENT, HELMWISE
The Maxwell Leadership Experience is a live, on-site session led by Scott Medeiros, a certified Maxwell speaker and coach. Drawing from the principles of John C. Maxwell, this session equips your team with timeless leadership insights that inspire personal growth, strengthen team dynamics, and drive transformative results across your organization.